Private Client Advisor: Wealth Planning & Digital Guidance

Testing Site - JPMC; Lincoln (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families.

You will build strong client relationships, cross-sell solutions, and provide an exceptional investor experience across digital channels. You will work with clients at various life stages, applying goals-based planning, staying current on markets, and leveraging referrals to deepen relationships.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship-building

Financial planning

Communication

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families.

You will build strong client relationships, cross-sell solutions, and provide an exceptional investor experience across digital channels. You will work with clients at various life stages, applying goals-based planning, staying current on markets, and leveraging referrals to deepen relationships.